Investing

Displaying 13146 results
FIXED INCOME JUL 26, 2009
Muni analysts want more issuer disclosure

The recently issued SEC proposal to expand issuer disclosure in the $2.7 trillion municipal-securities market doesn't go far enough, say muni-bond analysts and the mutual fund industry.

MUTUAL FUNDS JUL 26, 2009
Last year's big fund laggards rise to the top in first half

Consumer cyclical stocks, junk bonds, financial stocks and emerging-markets stocks were among the biggest losers last year, but during the first six months of this year, they propelled a handful of mutual funds to the top of the performance charts.

ETFS JUL 24, 2009
After Finra warning, firms back away from leveraged ETFs

At least three brokerage firms have decided not to sell leveraged exchange traded funds a month after the Financial Industry Regulatory Authority Inc. warned brokers that they “typically are unsuitable for retail investors” who hold them longer than a day.

MUTUAL FUNDS JUL 23, 2009
Old Mutual to cut its mutual fund lineup by about half

Old Mutual Capital Inc. of Denver today announced a plan to eliminate about 45 administrative and sales positions over the next eight months as the firm looks to shrink its mutual fund lineup by about half.

ESG JUL 23, 2009
Power Play launches non-traded solar energy index

Power Play Research today launched the Power Play Global Solar Energy Index (PPGSEI), which will record the performance of more than 50 solar energy companies in developed countries worldwide.

ESG JUL 22, 2009
Green Century touts small carbon footprint in fund

In a move to raise awareness about transparency in green investing, Boston-based Green Century Capital Management Inc. today announced the results of a carbon analysis of one of its mutual funds.

EQUITIES JUL 22, 2009
All-bond allocation unwise despite equity jitters, says Ibbotson

Despite the superior performance of fixed-income assets recently, an all-bond asset allocation is unlikely to deliver investors the returns they need in the future, according to analysis released by Ibbotson Associates, the research division of Morningstar Inc. of Chicago.

ETFS JUL 22, 2009
Russell takes its first step into ETF marketplace

A top index provider is considering offering its own lineup of exchange traded funds, but just what those funds would look like is a mystery.

RETIREMENT PLANNING JUL 22, 2009
For young couples, renting may be a better option

Slumping home prices and financial incentives may make homeownership all the more tantalizing for young newlyweds, but advisers warn that renting may be the smarter choice.

ALTERNATIVES JUL 22, 2009
Hedge funds up 9.1% in second quarter

Hedge funds came back with a vengeance during the three-month period ending June 30, posting the industry's best performance since the fourth quarter of 1999, according to Hedge Fund Research Inc. in Chicago.

ALTERNATIVES JUL 22, 2009
FundQuest adds alternatives to SMA platform

FundQuest Inc. of Boston has expanded the offerings on its managed-accounts platform to include select alternative strategies.

ALTERNATIVES JUL 21, 2009
U.S. markets ranked low on integrity by financial professionals stateside and abroad

Hedge fund managers and corporate boards received low marks with regard to ethical behavior in a recent survey of financial-industry professionals.

ALTERNATIVES JUL 19, 2009
Ameriprise to pay $17.3M to settle case with SEC

Ameriprise Financial Services Inc. has agreed to pay $17.3 million to settle charges that it received nearly $31 million in undisclosed compensation for selling its brokerage customers real estate investment trusts between 2000 and 2004, according to the Securities and Exchange Commission.

MUTUAL FUNDS JUL 19, 2009
Fund liquidations, mergers on rise

The market's decline is taking its toll on mutual funds.

ETFS JUL 19, 2009
Exchange traded products for commodities take hit

The reputation of exchange traded products that give investors access to commodities took a hit this month when one of the largest exchange traded commodities pools — the $3.61 billion U.S. Natural Gas Fund LP (UNG) — was forced to stop issuing new shares.

FIXED INCOME JUL 19, 2009
Municipal bonds thrive despite states' deep economic woes

Although state and local governments across the country face staggering budget deficits, their struggles are having little effect on municipal-bond prices.

RETIREMENT PLANNING JUL 19, 2009
Compensation: SEC mandate called too broad

Financial advisers are troubled by an administration proposal that would allow the Securities and Exchange Commission to ban commissions and take other sweeping actions regarding their fees.

ETFS JUL 19, 2009
Natural gas seen as too cheap to ignore

On paper, the case for investing in natural gas is straightforward: It is a clean, largely domestic fuel now selling at 74% below its peak price of a year ago.

ETFS JUL 17, 2009
Schwab's offering of nine new ETFs may be 'late to the game'

Charles Schwab Investment Management Inc. has filed papers with the Securities and Exchange Commission to offer nine exchange traded funds.

MUTUAL FUNDS JUL 17, 2009
SEC chairman backs bill to let B-Ds compete on mutual fund sale commissions

Securities and Exchange Commission Chairman Mary Schapiro has called on Congress to allow broker-dealers to compete on commissions they charge when they sell mutual fund shares.